Greenspring Advisors’s Truist Financial TFC Stock Holding History

Greenspring Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Sell	10,046 -723	-7%	-$35.7K	0.03%	185
2025 Q4	$530K	Buy	+10,769	New	+$496K	0.03%	174
2023 Q2	–	Sell	-18,880	Closed	-$644K	–	111
2023 Q1	$644K	Buy	18,880 +231	+1%	+$10.1K	0.14%	61
2022 Q4	$802K	Sell	18,649 -796	-4%	-$34.9K	0.21%	51
2022 Q3	$847K	Sell	19,445 -913	-4%	-$43.9K	0.26%	45
2022 Q2	$966K	Hold	20,358	–	–	0.28%	40
2022 Q1	$1.15M	Hold	20,358	–	–	0.31%	32
2021 Q4	$1.19M	Buy	+20,358	New	+$1.24M	0.31%	28

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greenspring Advisors's TFC Position: Q1 2026 in Review

Greenspring Advisors reduced its Truist Financial (TFC) stake by 6.7% in Q1 2026, selling an estimated $35.7K and leaving 10,046 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #185.

Greenspring Advisors first reported a position in TFC in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Greenspring Advisors held 10,046 shares of Truist Financial worth $462K as of Q1 2026.
Greenspring Advisors sold 723 Truist Financial shares in Q1 2026, an estimated $35.7K.
Truist Financial made up 0.03% of Greenspring Advisors's portfolio in Q1 2026, its #185 holding.
Greenspring Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 8 quarters since.
Greenspring Advisors's Truist Financial position peaked at $1.19M in Q4 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.